PPrivate Fund Data Log in Join · $37/mo

Juan Carlos Carvallo

President Chief Executive Officer / Chief Operating OfficerLifeinvest Wealth Management, LtdCRD 2587147

About Juan Carlos Carvallo

Juan Carlos Carvallo is listed as President Chief Executive Officer / Chief Operating Officer at Lifeinvest Wealth Management, Ltd in Miami, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Lifeinvest Wealth Management, Ltd
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Juan Carlos Carvallo work?

Juan Carlos Carvallo is listed as President Chief Executive Officer / Chief Operating Officer at Lifeinvest Wealth Management, Ltd on SEC Form ADV.

How much of Lifeinvest Wealth Management, Ltd does Juan Carlos Carvallo own?

Form ADV reports a beneficial ownership band of 25-50%.

Lifeinvest Wealth Management, Ltd

TitlePresident Chief Executive Officer / Chief Operating Officer
Ownership25-50%
Control personYes
Since2019